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Apurva Mehta

4 Years of Experience
Fort Worth, TX

Apurva Mehta is a registered investment advisor at Summit Peak Investments, LLC, based in Fort Worth, TX, with 4 years of industry experience. Apurva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 31 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$807.5M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4900 Gage Avenue, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Summit Peak Investments, LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Apurva Mehta - Financial Advisor | TrueAdvisor